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Ventas shares owned by Sage Mountain Advisors

Quarter-by-quarter ownership of Ventas (VTR) shares owned by Sage Mountain Advisors from 13F filings

Historical chart of Sage Mountain Advisors investment in Ventas

Tip: Access up to 7 years of quarterly data

All positions including Ventas held by Sage Mountain Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ventas by Sage Mountain Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $275k 4.7k 58.89
2024-09-30 $311k 4.8k 64.13

More positions owned by Sage Mountain Advisors

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Intl Qualty (IQLT)
Golub Capital BDC (GBDC)
Apple (AAPL)
Spdr Ser Tr Msci Usa Strtgic (QUS)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Broadcom (AVGO)
NVIDIA Corporation (NVDA)
Copart (CPRT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Sage Mountain Advisors

Top funds holding Ventas

Vanguard Group
BlackRock
Jpmorgan Chase & Co
State Street Corporation
FMR
Principal Financial Group
APG Asset Management US
Geode Capital Management
Resolution Capital
Centersquare Investment Management
Northern Trust
T. Rowe Price Associates
Dimensional Fund Advisors
Massachusetts Financial Services
Norges Bank Investment Management

View all funds holding Ventas